ORIYX : North Square Oak Ridge Small Cap Growth Fund Class I

ORIYX is a US Stocks Market Small Growth with MODERATE fees.

ORIYX

North Square Oak Ridge Small Cap Growth Fund Class I

FI Score

31 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

31% FI Score
  • oriyx
  • Mutual Fund
  • US Stocks
  • Small Growth

North Square Oak Ridge Small Cap Growth Fund Class I

Expenses: 1.14% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small capitalization companies. It may invest in initial public offerings of equity securities. The fund may invest up to 20% of its total assets in equity securities of non-U.S. issuers. It will not invest more than 10% of its total assets in the securities of emerging markets issuers.

Largest Holdings

Amount Holding
3.80% Five9 Inc
3.31% Casella Waste Systems Inc Class A
3.25% Omnicell Inc
3.13% Nomad Foods Ltd
3.04% Pool Corp
2.99% Advanced Disposal Services Inc
2.93% NeoGenomics Inc
2.88% Horizon Therapeutics PLC
2.57% Terreno Realty Corp
2.55% Envestnet Inc
2.24% LHC Group Inc
2.15% Everbridge Inc
2.10% Ollie's Bargain Outlet Holdings Inc
2.08% Euronet Worldwide Inc
2.04% Burlington Stores Inc
1.96% YETI Holdings Inc
1.93% BJ's Wholesale Club Holdings Inc
1.87% Grocery Outlet Holding Corp
1.82% EPAM Systems Inc
1.82% Penumbra Inc
1.74% Conmed Corp
1.74% Cubic Corp
1.72% Mercury Systems Inc
1.71% Upland Software Inc
1.70% Frontdoor Inc

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